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All INSTALLATION STEP

New Order

After selecting 'New Order', the subsequent steps should open in a separate tab named 'Installation Status
1) NW INSTL
2) DP RCD

Red Flag Checked

After selecting 'Red Flag Checked', the subsequent steps should open in a separate tab named 'Installation Status
1)SV-R2 UPLOAD
2)PRE-APP ISSUE
3)PRICE ISSUE
4)SWITCH BRD/METER UPGRADE
5)MISSING DOCS
6)ROOF SPACE - ISSUE

SV Quote

After selecting 'SV Quote', the subsequent steps should open in a separate tab named 'Installation Status
1) SV-QUOTE -DRAFTS
2) SV-QUOTE SUBMITD
3) SV-CUST APPL STARTED
4) SV-CUSTOMER APPL REVIEW
5) SV-QUOTE EXPIRED
6) Cancelled on Solar vic

R2 Install

After selecting 'R2 Install', the subsequent steps should open in a separate tab named 'Installation Status
1)SV-CUST APPL APPROVD
2)JOB BKD
3)FU4 INSTL
4) INSTL-IN PROCESS
5) TO BE RESCHD

Post Install

After selecting 'Post Install', the subsequent steps should open in a separate tab named 'Installation Status
1)INSTL CMPLT
2)FNL PYMNT RCVD (FPR)
3)CES RCVD
4)GRD A
5)BRT A
6)SOLAR VIC A
7)STC RCVD
8) CLOSED

SRVS Call

After selecting 'SRVS Call', the subsequent steps should open in a separate tab named 'Installation Status
1) 2)

CANCEL

1)LOST SALE
2CHANGE OF MIND

Post Install Task

Note: As shown in the above section, we are currently using a set of predefined installation statuses. We seek to enhance this functionality by introducing the option to add additional statuses. This enhancement is specifically targeted for the ‘Project/Lead Installation Status’ section. It is crucial to ensure that any new statuses added in this section are automatically and seamlessly integrated into the ‘Project/Lead Installation Status’ dropdown menu. This change aims to maintain consistency and synchronization between these two components of our system. This will ensure that updates in one section reflect appropriately across the system, thereby improving data coherence and user experience